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SUPPLIER SUPPORT SERVICES

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Q. How do I enroll for eFile or eSend (mass invoicing)?: 000003494

Article Number: 000003494

Taulia provides multiple methods that allow you to quickly and easily submit invoices to your customer with minimal effort:

  • eFile – Submit invoices via EDI. Automatically transmit invoice data from your accounting system in any standard format, or even in a custom CSV or XML format.
  • eSend – Email PDF invoices to your customer's eSend inbox. If any corrections are needed, you will be notified.

If you are creating invoices directly in the Taulia portal, you are already using eFlip™ (PO-based invoices) and eForm™ (non-po invoices)NO SETUP IS REQUIRED. You may continue using these features in your portal.

eFile™ and eSend™ require proper setup/implementation. To enroll, contact your customer directly to confirm your eligibility. 

Note: The required minimum for eFile™ is 1200 invoices per year


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. I am getting an exceeds open value invoice error : 000003473

This invoice error means the invoice you submitted for processing is over the value of the PO.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. I cannot log into the platform.: 000003429

There are 4 common reason why you cannot log into the platform.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I create invoices using the Invoice Upload feature?: 000008597

Information on how to upload invoices through the supplier platform using the Invoice Upload feature.

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